See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,586 | $150,818-85.0% | $75,972-70.3% | - |
| Participation rate | 100.0% | 67.3%+32.7pp | 69.1%+30.9pp | - |
| Annual return | 19.19% | 14.05%+5.1pp | 359.55%-340.4pp | - |
| Employer contribution / active EE | $1,649 | $2,537-35.0% | $2,685-38.6% | - |
| Participant deferral / active EE | $3,417 | $4,233-19.3% | $4,255-19.7% | - |
| Admin fee / account holder | $2 | $25,214-100.0% | $6,467-100.0% | - |